WITT | Wirtschaftsprüfer, Rechtsanwälte und Steuerberater compiles an extensive analysis of your private asset balance, income and expenditure as well as liquidity. On this basis, we work together with you to develop a path of an optimal asset strategy based on your objectives.
WITT | Wirtschaftsprüfer, Rechtsanwälte und Steuerberater takes into account your personal goals and your family environment as well as the economic and tax conditions. We also develop a strategy on how we can secure your financial capabilities for the uncertain possibility of illness or disability. As a result, you will receive a report using modern EDP software, in which we will explain you in what way your assets should be invested while taking your wishes into account.
In addition, we periodically check whether the desired success is being achieved and make the target / actual deviations understandable. We work together with you to develop a path of an optimal asset strategy based on your objectives.